JUCY vs. GBF
JUCY (Aptus Enhanced Yield ETF) and GBF (iShares Government/Credit Bond ETF) are both Intermediate Core Bond funds. JUCY is actively managed, while GBF is passively managed. Over the past 3 years, JUCY returned 4.41%/yr vs 3.73%/yr for GBF. At a 0.22 correlation, their price movements are largely independent. JUCY charges 0.60%/yr vs 0.20%/yr for GBF.
Performance
JUCY vs. GBF - Performance Comparison
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Returns By Period
In the year-to-date period, JUCY achieves a 2.85% return, which is significantly higher than GBF's 0.93% return.
JUCY
- 1D
- 0.05%
- 1M
- -0.10%
- YTD
- 2.85%
- 6M
- 2.72%
- 1Y
- 7.10%
- 3Y*
- 4.41%
- 5Y*
- —
- 10Y*
- —
GBF
- 1D
- 0.06%
- 1M
- 0.86%
- YTD
- 0.93%
- 6M
- 0.70%
- 1Y
- 3.91%
- 3Y*
- 3.73%
- 5Y*
- -0.13%
- 10Y*
- 1.40%
JUCY vs. GBF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
JUCY Aptus Enhanced Yield ETF | 2.85% | 5.50% | 3.89% | 3.27% | 0.54% |
GBF iShares Government/Credit Bond ETF | 0.93% | 6.41% | 0.99% | 5.79% | 2.64% |
Correlation
The correlation between JUCY and GBF is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Nov 1, 2022 | 0.22 |
The correlation between JUCY and GBF shifts across timeframes, from 0.22 (all time) to 0.34 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
JUCY vs. GBF — Risk / Return Rank
JUCY
GBF
JUCY vs. GBF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Aptus Enhanced Yield ETF (JUCY) and iShares Government/Credit Bond ETF (GBF). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| JUCY | GBF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.93 | ||
| Sortino ratioReturn per unit of downside risk | +1.37 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.18 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 7.61 | 1.44 | +6.17 |
| Martin ratioReturn relative to average drawdown | 29.36 | 3.98 | +25.38 |
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Drawdowns
JUCY vs. GBF - Drawdown Comparison
The maximum JUCY drawdown since its inception was -1.56%, smaller than the maximum GBF drawdown of -19.67%. Use the drawdown chart below to compare losses from any high point for JUCY and GBF.
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Drawdown Indicators
| JUCY | GBF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.56% | -19.67% | +18.11% |
Max Drawdown (1Y)Largest decline over 1 year | -0.94% | -2.73% | +1.79% |
Max Drawdown (3Y)Largest decline over 3 years | -1.56% | -5.78% | +4.22% |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.45% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -19.67% | — |
Current DrawdownCurrent decline from peak | -0.27% | -4.16% | +3.89% |
Average DrawdownAverage peak-to-trough decline | -0.32% | -3.68% | +3.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.24% | 0.98% | -0.74% |
Volatility
JUCY vs. GBF - Volatility Comparison
Aptus Enhanced Yield ETF (JUCY) has a higher volatility of 1.24% compared to iShares Government/Credit Bond ETF (GBF) at 1.10%. This indicates that JUCY's price experiences larger fluctuations and is considered to be riskier than GBF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JUCY | GBF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.24% | 1.10% | +0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 2.38% | 2.75% | -0.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.59% | 3.72% | -0.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.35% | 5.94% | -2.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.35% | 5.28% | -1.93% |
JUCY vs. GBF - Expense Ratio Comparison
JUCY has a 0.60% expense ratio, which is higher than GBF's 0.20% expense ratio.
Dividends
JUCY vs. GBF - Dividend Comparison
JUCY's dividend yield for the trailing twelve months is around 8.24%, more than GBF's 3.76% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GBF iShares Government/Credit Bond ETF | 3.76% | 3.81% | 3.94% | 3.03% | 2.13% | 1.22% | 1.64% | 2.64% | 2.59% | 2.31% | 2.09% | 2.04% |
JUCY Aptus Enhanced Yield ETF | 8.24% | 7.98% | 7.83% | 9.31% | 0.58% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
JUCY and GBF have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JUCY has higher volatility (1.24%) compared to GBF (1.10%). In terms of maximum drawdown, JUCY dropped -1.56% vs GBF's -19.67%.
On 3-year performance, JUCY leads with 4.41% vs 3.73% for GBF. On fees, GBF is cheaper at 0.20% per year. On volatility, GBF has been the lower-risk option at 1.10%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, JUCY has performed better with a 4.41% return vs 3.73%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
GBF is cheaper with a 0.20% expense ratio, compared with 0.60% for JUCY.
JUCY has the higher dividend yield at 8.24%, compared with 3.76% for GBF.
They also come from different issuers: Aptus and iShares. Their fees differ too: 0.60% for JUCY and 0.20% for GBF.
JUCY currently has the higher Sharpe Ratio (1.99 vs 1.05), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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